Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHEN & MORGAN OBGYN WESTSIDE PLLC
EIN 74-3039276Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$6.2M assets
Welfare
0
Participants
37
620 COLUMBUS AVENUE, 1ST FLR, SUITE - NEW YORK, NY 10024212-580-3867
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.2M assets / 37 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHEN & MORGAN OBGYN WESTSIDE PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$5.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHEN & MORGAN OBGYN WESTSIDE PLLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$619K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CHEN & MORGAN OBGYN WESTSIDE PLLC PROFIT SHARING PLAN II
ProfitSharing
Assets$121K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHEN & MORGAN OBGYN WESTSIDE PLLC 401(K) PROFIT SHARING PLAN | 401k | $5.4M | 20 | 2024 | |
| 002 | CHEN & MORGAN OBGYN WESTSIDE PLLC DEFINED BENEFIT PLAN | TraditionalDB | $619K | 9 | 2024 | |
| 003 | CHEN & MORGAN OBGYN WESTSIDE PLLC PROFIT SHARING PLAN II | ProfitSharing | $121K | 8 | 2025 |
Retirement plans